WHAT IS A “LAWYER’S SETTLEMENT STATEMENT”?

Sometimes we ask you for a Lawyer’s Settlement Statement.  What is it? Here is a sample one for your reference: Please note: if viewing this on a mobile platform, the document plug-in may not work. In this case, please click the link below. lawyers_settlement_statement.pdf Download File

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WHO NEEDS A FINANCIAL ADVISOR?

Who needs a Financial Advisor?* Do you? Well, you might be thinking “I need a lawyer… and an accountant.  But do I need a Financial Adviser?”  Like many people (most, in fact) you probably feel that a Financial Adviser is a bit of an optional extra.  We strongly feel that this is not sound thinking.…

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WHAT IS A LOOK-THROUGH COMPANY? (LTC)

  What is a Look-Through Company? This structure – also known as a LTC – is a unique business structure in New Zealand that combines the legal benefits of a limited liability company with the tax advantages of a partnership. Introduced in 2011 as a replacement for the Loss Attributing Qualifying Company (LAQC) regime, LTCs…

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WHAT HAPPENS IF I MAKE A LOSS?

That’s a good question, and it depends a lot on what entity incurs the loss.  Let’s break down the various types and what effect they have. LOOK-THROUGH COMPANY (LTC) If you are a shareholder in a Look-Through Company (LTC) and that company makes a loss, then you get to carry that loss through to your…

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HOW DO YOU MAKE A COMPANY INTO A LOOK-THROUGH COMPANY?

How do you make a company into a Look-Through Company or an LTC?  HOW TO It’s reasonably straight-forward. Once the company is incorporated (click here if you want us to do this for you), you then complete and send off an IR862: Section 1 is fairly self-explanatory, although you may come unstuck at the part where it asks…

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WHAT IS FATCA? AND WHY IS MY BANK WRITING TO ME ABOUT IT?

What is FATCA? The IRD explains it nicely here.  As they put it: The Foreign Account Tax Compliance Act (FATCA) is United States of America (USA) legislation that aims to reduce tax evasion by USA citizens, tax residents, and entities.  Essentially, it’s a reporting regime to make sure that USA persons (and New Zealanders with accounts in the…

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